See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,335 | $100,773-34.2% | $88,946-25.4% | $142,382-53.4% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 19.58% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,931 | $2,918+34.7% | $2,555+53.9% | $4,299-8.6% |
| Participant deferral / active EE | $11,894 | $5,230+127.4% | $4,581+159.6% | $6,507+82.8% |
| Admin fee / account holder | $1,132 | $9,693-88.3% | $8,261-86.3% | $12,624-91.0% |